Financial analyst - mortgage and business loan

Full Job Description

Feng Capitals is a distinguished financial services firm dedicated to providing outstanding financial advice and solutions to our clients. We are currently looking for a Mandarin-speaking Financial Consultant to join our dynamic team. This position is ideal for a motivated individual with strong knowledge of financial markets and a passion for helping clients succeed.

Job Description

As a Mandarin-speaking Financial Consultant, you will:

• Deliver comprehensive financial planning and investment advice to a diverse client base.
• Communicate effectively and build lasting relationships with Mandarin-speaking clients.
• Assess clients’ financial situations, goals, and needs to design customized financial strategies.
• Stay up to date on market developments and regulatory changes.
• Collaborate with colleagues to improve client service and business growth.
• Conduct educational seminars and workshops in Mandarin to promote our services.
• Work independently to achieve sales goals and earn commissions.

Career Responsibilities

• Build and maintain your own client base.
• Continuously acquire new clients.
• Regularly follow up with clients to review any changes in their financial situations.
• Provide knowledgeable, personalized financial guidance.
• Offer financial products and services such as investments, business loans, and mortgages.
• Prior finance experience is not required.
• A strong interest in sales and success (“winning” assets) is essential.
• Advisors at Feng Capitals build their business from the ground up with the support of our comprehensive training programs. The early stage focuses heavily on sales, requiring an entrepreneurial and driven mindset.

Requirements

• Fluency in Mandarin is essential.
• Proven experience in financial planning, investment advising, or a related field.
• Solid understanding of financial markets and products.
• Excellent communication, interpersonal, and presentation skills.
• Ability to thrive in a commission-based environment.
• Self-motivated with a strong work ethic and entrepreneurial attitude.
• Relevant certifications (e.g., CFP, CFA, CPA) are advantageous.

Benefits

• Highly competitive commission structure with unlimited earning potential.
• Flexible working arrangements.
• Supportive and collaborative team culture.
• Opportunities for professional growth and career advancement.
• Access to advanced financial tools and resources.

Career Growth

Feng Capitals offers industry-leading training programs. Our senior leaders—many with educational backgrounds—are passionate about mentoring the next generation of advisors. Many team members go on to earn professional designations, and management opportunities are available within the first two years.

Work Authorization

We are an equal opportunity employer. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
CPT and OPT candidates are welcome to apply.

How to Apply

Interested applicants should send their resume and cover letter explaining their experience and why they would be a great fit to [email protected] .

We look forward to welcoming the next member of our team and growing together!

Job Types: Full-time, Contract
Pay: $85,000.00 - $100,000.00 per year

Benefits:

• Employee discount
• Health insurance
• Professional development support

Work Location: In person

Job Type: Full-time

Benefits:

• 401(k) 2% match
• 401(k) 3% Match
• 401(k) 4% Match
• Health insurance

Work Location: In person

Job Type: Full-time

Pay: $83,735.15 - $100,842.34 per year

Work Location: In person